Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,314 | $69,518+291.7% | $59,887+354.7% | $135,379+101.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 21.64% | 7.95%+13.7pp | 3.46%+18.2pp | 519.79%-498.2pp |
| Employer contribution / active EE | $1,900 | $3,235-41.3% | $2,722-30.2% | $4,779-60.2% |
| Participant deferral / active EE | $8,992 | $4,204+113.9% | $3,402+164.3% | $5,609+60.3% |
| Admin fee / account holder | $20 | $5,734-99.7% | $3,591-99.4% | $10,828-99.8% |